Create a task

Availability: all plans

ServiceVisit lets you create a task so a follow-up does not get lost. You give it a title and can add notes, a priority of Normal, High or Urgent, a due date and a reminder. A reminder goes to the person the task is assigned to, so choose an assignee before you set one.

A task can stand alone, or you can link it to a related customer, Property, Job, assessment, estimate, Work Order or invoice. Related records have to belong to the same customer and job where that applies. When a task is linked to a customer, its changes also appear in that customer's activity.

If you create a task, you can also change it, complete it or cancel it while it is open, when it is yours or assigned to you.